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AeroVironment, Inc. (AVAV) Gains Bullish Coverage as Defense and Space Exposure Expands
Yahoo Finance· 2025-12-30 17:26
We recently compiled a list of the 7 Most Promising Robotics Stocks According to Wall Street Analysts. AeroVironment, Inc. is placed second among the most promising robotic stocks.  On December 19, 2025, KeyBanc initiated coverage of AVAV with an Overweight rating and a $285 price target, highlighting the company’s strong exposure to defense technology and the growing space economy. Analyst Michael Leshock emphasized the business’s differentiated product portfolio, including drones and counter‑UAS systems ...
Weekend Round-Up: GM's CEO Succession, Tesla's FSD Boost, Trump's Air Taxi Strategy Waymo's Funding Round And Ford's EV Pivot
Benzinga· 2025-12-21 18:01
This week was abuzz with major developments in the tech and auto sectors. From potential CEO succession at General Motors Co. to Tesla Inc.’s Full Self-Driving (FSD) system getting a boost in South Korea, there was no shortage of news.Let’s dive into the top stories.GM Eyes Ex-Tesla Exec For CEO RoleReports suggest that General Motors Co. is considering Sterling Anderson, its current Chief Product Officer and former Tesla Autopilot exec, as the next CEO. Anderson, who also co-founded Aurora Innovation Inc., ...
Unusual Machines Congratulates Customers Selected for the Army's PBAS Tranche 1.1, Including Envision Technology and Strategic Logix
Accessnewswire· 2025-12-15 13:30
ORLANDO, FL / ACCESS Newswire / December 15, 2025 / Unusual Machines, Inc. (NYSE American:UMAC), a leading provider of NDAA-compliant drone components, congratulates our customers Envision Technology and Strategic Logix on being selected for Tranche 1.1 of the Army's PBAS (Purpose-Built Attritable System) program, the first in a series of independently competed tranches."Our customers continue to strengthen the U.S. unmanned ecosystem with dependable, mission-ready solutions," said Allan Evans, CEO of Un ...
X @Bloomberg
Bloomberg· 2025-12-01 10:02
The training showed integrating new systems such as drones is not easy. Commanders are betting the often-frustrating lessons will pay off on the battlefield. https://t.co/xr4p7RfWlJ ...
Building the Sky from the Ground Up | Ishan Haydn | TEDxSISTec Bhopal
TEDx Talks· 2025-11-21 16:50
Hi, so my name is Ashan Hayden as wonderful introduction has been given. I'm the founder of easy. Coming straight to the topic.Uh the theme being ideas to impact echoes of the future. I'll be talking about building the ground from the sky up. Uh building the sky from the ground up.So uh talking about this it's very important for you guys to know my uh childhood journey how I began this and how my first venture really translated into something from a very young age I've been very curious about how the busine ...
Japanese town turns to barking drones to deter bears
NBC News· 2025-11-18 15:53
For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Watch more NBC video: http://bit.ly/MoreNBCNews NBC News Digital is a collection of innovative and powerful news brands that deliver compelling, diverse and engaging news stories. NBC News Digital features NBCNews.com, MSNBC.com, TODAY.com, Nightly News, Meet the Press, Dateline, and the existing apps and digital extensions of these resp ...
Army Sec. Daniel Driscoll on the Race to Equip the Military For Future Wars | WSJ News
WSJ News· 2025-11-14 17:45
Army Modernization Initiative - The US Army is undergoing a transformation initiative to modernize equipment and prepare for future warfare, shifting away from outdated systems [2][4] - The initiative focuses on incorporating new skill sets, traits, and technology, including drones, sensors, and artificial intelligence [2][3] - The Army aims to field 1 million drones over the next 2 years, utilizing both commercial and in-house manufacturing through initiatives like Sky Foundry [5][6] Resource Allocation and Procurement - $48 billion is being reallocated from legacy equipment like Humvees and Apaches to modern warfare tools [4] - The Army is prioritizing equipment with strong supply chains and commercial off-the-shelf (COTS) solutions, aiming for 90+% COTS [4][5] - The Infantry Squad Vehicle (ISV) made by GM Defense is highlighted as a good example, with 80% of parts available at GM/Chevy dealerships [4][5] Technological Advancement - The Army is partnering with industry to increase compute power, leverage nuclear micro-reactors, and build a data layer using AI and machine learning [8] - Generative AI will be used to assist in complex decision-making, with humans retaining control over moral considerations in warfare [8][9] Risk Management and Acquisition - The Army is streamlining program executive offices and empowering acquisition officials to award contracts faster [9] - The Army is shifting its risk assessment, prioritizing the risk of inaction over the risk of making mistakes [10] Strategic Focus - The Army recognizes the changing nature of warfare, particularly the increased exposure of cities and countries to drone threats [7] - Countering drone threats with other drones is emphasized as a key strategy [7]
X @The Wall Street Journal
In recent weeks, drones appearing mysteriously above airports and halting flights in Europe have made headlines. Those are just the tip of the iceberg. https://t.co/SgUgiVOc7h ...
Kratos Defense Rises 280.4% YTD: Should You Hold or Fold the Stock?
ZACKS· 2025-11-11 18:56
Core Insights - Kratos Defense & Security Solutions, Inc. (KTOS) shares have increased by 200.2% year to date, significantly outperforming the Zacks Aerospace-Defense Equipment industry's growth of 25.7, driven by strong demand for unmanned systems [1][7] - The company is a leading producer of drones and related technology, which is critical in modern warfare [1][4] Performance Comparison - Other defense equipment stocks, such as BWX Technologies (BWXT) and CurtissWright (CW), have also shown strong performance, with share gains of 78.7% and 65.8%, respectively, year to date [2] Growth Drivers - Kratos Defense is a key provider of unmanned aerial target drone systems for the U.S. military and allied defense agencies, securing multiple new contracts and strategic partnerships [4] - The Unmanned Systems division reported third-quarter 2025 revenues of $87.2 million, a 35.8% organic increase from $64.2 million a year ago, indicating strong demand [5] - The company announced a definitive agreement to acquire Orbit Technologies Ltd for $356.3 million, enhancing its capabilities in critical communications and expanding its market reach [5][8] - A solid backlog of $1.48 billion by the end of the third quarter of 2025 reflects strong revenue generation prospects [10] Strategic Partnerships - In October 2025, Kratos Defense formed a strategic partnership with Korea Aerospace Industries to advance Manned-Unmanned Teaming (MUM-T) technologies, enhancing operational capabilities in complex defense environments [9] Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings per share (EPS) has remained unchanged, while the estimate for 2026 EPS indicates a slight increase of 1.41% [11] Financial Metrics - KTOS stock's trailing 12-month return on invested capital (ROIC) is below the peer group average, indicating insufficient returns on investments [16] - The forward 12-month price-to-sales (P/S) ratio for KTOS is 8.58X, which is a discount compared to the industry's average of 9.32X [17] Long-term Outlook - Kratos Defense is positioned for long-term growth due to strategic partnerships and a solid backlog of contracts, ensuring future revenue streams [22]
X @The Wall Street Journal
In recent weeks, drones appearing mysteriously above airports and halting flights have made headlines. Those are just the tip of the iceberg. https://t.co/hBXmBafNuP ...